Filed September 23, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,624 | $62,586+68.8% | $76,768+37.6% | $64,186+64.6% |
| Participation rate | 98.7% | 72.8%+25.9pp | 77.0%+21.7pp | 69.6%+29.1pp |
| Annual return | -4.89% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,807 | $1,832+107.8% | $2,485+53.2% | $2,381+59.9% |
| Participant deferral / active EE | $5,251 | $3,145+67.0% | $3,852+36.3% | $3,470+51.4% |
| Admin fee / account holder | $1,718 | $4,667-63.2% | $6,675-74.3% | $4,888-64.8% |